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Mortgage Financing-Potential Tax Advantage
Ilikeyou
#1 Posted : Friday, March 11, 2011 8:00:13 AM
Rank: Member


Joined: 11/21/2007
Posts: 152
Location: Nairobi
Hi good Wazua Family,

Pls share the potential tax advantages associated with mortgage Financing

Regards,
Ilikeyou
erifloss
#2 Posted : Friday, March 11, 2011 8:34:36 AM
Rank: Member


Joined: 6/21/2010
Posts: 514
Location: Nairobi
Ilikeyou wrote:
Hi good Wazua Family,

Pls share the potential tax advantages associated with mortgage Financing

Regards,
Ilikeyou

It falls under HOSP (Home ownership savings plan) and the contribution is tax allowable upto a certain max amount for individuals meaning that the income taxed is less the amount contributed under HOSP.
'They say money cannot buy me happiness but when i compare when i had none and now, i'm happier' Kevin O'leary
The Merchant
#3 Posted : Friday, March 11, 2011 9:02:45 AM
Rank: Veteran


Joined: 5/24/2010
Posts: 846
Location: KENYA
@erifloss...do you have an illustration you could use to illuminate us further? Thanks.
Gordon Gekko
#4 Posted : Friday, March 11, 2011 9:54:23 AM
Rank: Elder


Joined: 5/27/2008
Posts: 3,760
You get a tax rebate of khs 150,000 each year if you have a mortgage from a registered institution i.e S&L, HF.

Say you take a mortgage on which you pay a total of 240,000 in the year. Of this 240,000, say 200,000 is interest payments, and 40,000 is principal repayments.

When you compute your PAYE for the year, you are allowed 13,944 (1162 x 12) as personal tax relief. You will also be allowed 150,000 as mortgage interest relief. Effectively your tax will be less by this amount.

This can be granted by your employer payroll if you get a mortgage certificate from the financier confirming that they have levied interest charges on you. If not, when you make your PAYE returns, you attach the certificate and claim a tax refund from the tax man. It is easier to have the employer deduct it other than claim the refund as Waweru is usually very stingy when it comes to refunds.
erifloss
#5 Posted : Friday, March 11, 2011 12:10:00 PM
Rank: Member


Joined: 6/21/2010
Posts: 514
Location: Nairobi
The Merchant wrote:
@erifloss...do you have an illustration you could use to illuminate us further? Thanks.

@Gordon Gekko, the 150k is not a relief but an amount allowable for deduction before taxation.Difference being a relief is deducted from the tax payable while an allowable is deducted from the income taxable.
Say you earn 150K pm gross & out of the 150k you are making a repayment of 50k(13k being int), What happens is when PAYE calculations are being done it will be on 137.5K & not 150K or 100K as some may think. This benefit can only be enjoyed when the premises is taken as 'owner occupied' & can be only be for one premises though one can beat this by registering another premises under the wife as the law changed & ones wife can now make her own tax returns. On this one actually makes a tax saving of around 4K pm on the 150k income.
Saving to build or buy a house with a registered firm is also good as one is allowed for tax purposes a contribution of 4k pm & any interest you earn on these deposits not exceeding 3m are tax exempt thus no withholding tax is deducted on the interest.Though guys are trying to lobby the govt to increase this amount as it does not give the true picture of the real estate pricing in Kenya today.
Actually there are many ways that one can reduce their tax liability to the minimum and save at the same time.
'They say money cannot buy me happiness but when i compare when i had none and now, i'm happier' Kevin O'leary
The Merchant
#6 Posted : Friday, March 11, 2011 12:20:56 PM
Rank: Veteran


Joined: 5/24/2010
Posts: 846
Location: KENYA
Insightful...Thank you fellas.
Gordon Gekko
#7 Posted : Saturday, March 12, 2011 7:22:20 AM
Rank: Elder


Joined: 5/27/2008
Posts: 3,760
@erifloss, true it is a deduction before tax, not a relief.
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